Anic Equity¶
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Total return since start: 0.55 %¶
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Equity now: -----------------------------> 47360.34 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45962.35 Kr¶
PnL: ---------------------------------------> -926.22 Kr¶
DD now: ---------------------------------> -2.611 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 09:46:20.996966'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.160000 | 3105.000000 | 178.000000 | 6.080000 | 2927.000000 |
| HEBA B | 70 | 0.250000 | 2779.000000 | 143.000000 | 5.420000 | 2636.000010 |
| HMS Networks | 2 | -1.420000 | 779.600000 | 106.600000 | 15.840000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.850000 | 3513.060000 | 59.060000 | 1.710000 | 3453.999992 |
| MedCap | 2 | -0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.050000 | 393.900000 | 38.900000 | 10.960000 | 355.000000 |
| SAAB B | 8 | -1.000000 | 3408.800000 | 31.800000 | 0.940000 | 3377.000000 |
| Corem Property Group B | 59 | 0.690000 | 602.980000 | 25.980000 | 4.500000 | 576.999999 |
| Resurs Holding | 22 | 0.740000 | 598.180000 | 24.180000 | 4.210000 | 573.999998 |
| Intrum | 4 | 0.950000 | 550.000000 | 23.000000 | 4.360000 | 527.000000 |
| OEM International B | 7 | 0.000000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Swedbank A | 3 | 0.760000 | 580.200000 | 16.200000 | 2.870000 | 564.000000 |
| AcadeMedia | 12 | -0.950000 | 573.120000 | 16.120000 | 2.890000 | 557.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| Eastnine | 4 | 0.000000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Securitas B | 6 | 1.190000 | 582.960000 | 12.960000 | 2.270000 | 570.000000 |
| Boozt | 12 | -0.500000 | 1663.200000 | 9.200000 | 0.560000 | 1653.999996 |
| Norva24 Group | 16 | -0.870000 | 549.120000 | 6.120000 | 1.130000 | 543.000000 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.560000 | 250.560000 | 4.560000 | 1.850000 | 246.000000 |
| Coor Service Management Hold. | 8 | -0.150000 | 534.800000 | 2.800000 | 0.530000 | 532.000000 |
| Creaspac SPAC | 6 | -0.720000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Handelsbanken A | 5 | 0.560000 | 543.000000 | -3.000000 | -0.550000 | 546.000000 |
| Midsona B | 63 | 0.890000 | 573.300000 | -9.700000 | -1.660000 | 582.999984 |
| Essity B | 2 | 0.440000 | 551.600000 | -22.400000 | -3.900000 | 574.000000 |
| CTEK | 13 | -4.210000 | 508.300000 | -25.700000 | -4.810000 | 533.999999 |
| International Petroleum Corp. | 5 | 2.720000 | 567.000000 | -27.570000 | -4.640000 | 594.565215 |
| Essity A | 4 | 0.550000 | 1104.000000 | -45.000000 | -3.920000 | 1149.000000 |
| Vivesto | 1368 | -0.050000 | 553.770000 | -59.230000 | -9.660000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.470000 | 3776.500000 | -73.500000 | -1.910000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.550000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| Beijer Electronics Group | 26 | 0.190000 | 2808.000000 | -163.000000 | -5.490000 | 2971.000006 |
| OX2 | 18 | -0.510000 | 1411.200000 | -252.800000 | -15.190000 | 1663.999992 |
| Axfood | 13 | 0.410000 | 3482.700000 | -273.300000 | -7.280000 | 3756.000001 |
| Ovzon | 52 | -1.120000 | 2745.600000 | -616.400000 | -18.330000 | 3361.999992 |
| TOTAL | 45962.350000 | -926.220000 | -2.61064% | 46888.564618 |
Updated:¶
'2023-01-27 09:46:34.622404'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
